Lodestar Private Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $11.5M | Sell |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $9.47M | Buy |
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|
2023
Q3 | $8.24M | Buy |
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|
2023
Q2 | $8.26M | Sell |
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|
2023
Q1 | $7.69M | Sell |
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|
2022
Q4 | $7.3M | Buy |
|